Geneos Wealth Management’s Kandi Technologies Group KNDI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-350	Closed	-$2K	–	2994
2021 Q1	$2K	Hold	350	–	–	﹤0.01%	2898
2020 Q4	$2K	Hold	350	–	–	﹤0.01%	2703
2020 Q3	$2K	Hold	350	–	–	﹤0.01%	2417
2020 Q2	$1K	Buy	+350	New	+$1.15K	﹤0.01%	2477
2020 Q1	–	Sell	-3,850	Closed	-$18K	–	2551
2019 Q4	$18K	Hold	3,850	–	–	﹤0.01%	1731
2019 Q3	$18K	Hold	3,850	–	–	﹤0.01%	1656
2019 Q2	$18K	Hold	3,850	–	–	﹤0.01%	1679
2019 Q1	$21K	Sell	3,850 -3,000	-44%	-$18.6K	﹤0.01%	1546
2018 Q4	$25K	Buy	6,850 +3,000	+78%	+$13.8K	﹤0.01%	1403
2018 Q3	$18K	Hold	3,850	–	–	﹤0.01%	1621
2018 Q2	$16K	Buy	+3,850	New	+$19.4K	﹤0.01%	1542